Item Grades

This function allows you to view all Items that are segregated by Grade with drill-down on each Item to view what Grade are available against the Item and whether the Item is restricted to those Grades.

(Note: If the variant Grade is utilised for Containers, then this screen is not applicable).

 

List Tab

 

Display fields

 

This shows a List of all Item records that are segregated by Grade.   I.e. Their ‘Grade’ checkbox ‘checked’ in the Item Master record

 

Item Code: The Item Number identity against which the Grades are being maintained.

 

Description: Description of the Item taken from the Inventory record

 

Unit: Description of the Item taken from the Inventory record

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Traceability - Grades screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will go to the ‘Detail’ screen and position the cursor ready for entry of a new Grade record applicable to the current highlighted Item.

 

Save: Not applicable to the List panel

 

Cancel: Not applicable to the List panel

 

 

Detail Tab

 

Entry and Display fields

 

Item Code: Display only field showing the Item Number selected in the List panel

 

Description: Display only field showing the description for this Item as held against the Item Master record

 

Unit: Display only field showing the base Unit of Measure for this Item as held against the Item Master record

 

Restrict Grades to List Below: If this is ‘Checked’ then the entry of Grades during stock movements is restricted to those defined in this list.  Note: If current stock exists for this Item/Grade then this checkbox cannot be accessed.

 

Grade Number: Enter the Grade Identity that will be used with this Item.  No validation checks are made but duplicate Grades are not allowed.

 

Description: Enter a brief description of the Grade.  This will be useful during selection against the item

 

Notes: You can enter unlimited amount of Notes that are related to this Item/Grade.

 

Buttons

 

Close: This will close the Traceability - Grades screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will send the cursor to a new line for entry of a new Grade record.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made to the current Grade record or the last time the ‘Save’ Button was pressed will be lost.